Integrating Philanthropy into Wealth Planning

A conversation with Emily Ben-Haim

About Emily Ben-Haim

Emily provides discretionary portfolio management for high-net-worth individuals, corporations, and foundations. Her emphasis on client communication and highly personalized service results in comprehensive investment and wealth planning solutions customized for each client’s unique profile and circumstances.

In working with her clients, Emily draws on her extensive prior experience as vice-president, client wealth management at Gluskin Sheff. Previously, she held investment banking and wealth management positions at Morgan Stanley and J.P. Morgan in New York and London, and was a senior procurement officer for the Israeli Defense Ministry Mission to the U.S.

Emily earned her MBA from New York University, Stern School of Business, and holds the Chartered Investment Manager designation. She is a strong believer in giving back to her community and is a board member of The North York General Hospital Foundation and the Jewish Foundation of Greater Toronto, Professional Advisory Committee.